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APHQX vs JVMSX
APHQX vs JVMSX Comparison
Open Charts APHQX vs JVMSX
Artisan Mid Cap Value Institutional
Price$15.54
Change+$0.16 (+1.04%)
VolumeN/A
Net Assets948.32M
JHancock Disciplined Value Mid Cap R2
Price$29.87
Change+$0.31 (+1.05%)
VolumeN/A
Net Assets24.25B
APHQX vs JVMSX Comparison Chart in %
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APHQX vs. JVMSX commentary
Sep 28, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is APHQX is a Buy and JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.2B vs. APHQX (948M). APHQX pays higher dividends than JVMSX: APHQX (0.70) vs JVMSX (0.40). APHQX was incepted earlier than JVMSX: APHQX (14 years) vs JVMSX (14 years). JVMSX (1.25) is less costly to investors than APHQX (0.95). JVMSX is a more actively managed with annual turnover of: 49.00 vs. APHQX (23.41). JVMSX has a lower initial minimum investment than APHQX: JVMSX (0) vs APHQX (1000000). JVMSX annual gain was more profitable for investors over the last year : -1.31 vs. APHQX (-6.64). JVMSX return over 5 years is better than : 59.77 vs. APHQX (0.69).
| APHQX | JVMSX | APHQX / JVMSX | |
| Total Expense Ratio | 0.95 | 1.24 | 77% |
| Annual Report Gross Expense Ratio | 0.95 | 1.25 | 76% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | 0.323 | 11.414 | 3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 948M | 24.2B | 4% |
| Annual Yield % from dividends | 0.70 | 0.40 | 176% |
| Returns for 1 year | -6.64 | -1.31 | 508% |
| Returns for 3 years | -7.14 | 33.81 | -21% |
| Returns for 5 years | 0.69 | 59.77 | 1% |
| Returns for 10 years | -24.16 | 60.91 | -40% |
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